Phillips 66 shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $178k | 1.6k | 113.93 |
| 2024-09-30 | $205k | 1.6k | 131.45 |
| 2024-06-30 | $220k | 1.6k | 141.17 |
| 2024-03-31 | $255k | 1.6k | 163.34 |
| 2023-12-31 | $208k | 1.6k | 133.14 |
| 2023-09-30 | $191k | 1.6k | 120.15 |
| 2023-06-30 | $141k | 1.5k | 95.38 |
| 2023-03-31 | $155k | 1.5k | 101.37 |
| 2022-12-31 | $159k | 1.5k | 104.07 |